Recruiting

In order to make the best choice for you and your clients, you need an unbiased advocate with unmatched intelligence on the landscape of the industry. 

There’s a daunting array of models and options for an advisor to understand. Whether you’re a W-2 employee advisor considering a move to another wirehouse, regional firm or bank, or have questions about the many versions of independence, we have the expertise to help you define a path.

Already independent and thinking about making a change or growing inorganically via recruiting or M&A? 

Our team has counseled countless advisors just like you and can help you understand the wide range of possibilities.

 We are inorganic growth specialists with the industry knowledge, expertise and proven success to help you define a path towards your goals. 

It’s our goal to ensure the right introductions are made--only those that have the highest potential of turning into the right hires. That’s why we take the time first to understand your unique value proposition, your goals, and your expectations, and then work on your behalf to:

Thoroughly pre-screen Advisors or firms to find only those who are qualified, motivated, and have realistic expectations with aligning values and goals.

When recruiting for a firm, we provide extensive and comprehensive follow-through from the initial meeting until the Advisor is hired.

If we are working with an Advisor looking for a new home, we walk with you every step of the way to ensure we find the right fit for you.

It’s never too early to contact us. We are equally motivated to speak with you whether you are serious about making a move, or simply curious about your options. 

We are delighted to serve as a resource – always in strict confidence and without agenda or expectation. 

We want to be your trusted partner for the long haul--whether an Advisor looking to make a change or a firm seeking new talent.

It’s about YOU. We get to know your business and your goals thoroughly before ever discussing potential options or opportunities.

We believe in a strategic and efficient deal-making process, streamlining what can often be difficult and time-consuming, and ensuring you only to engage with the right firms from the start. 

We have a large network of buyers and merger partners, including: hundreds of RIAs across the country, aggregators, strategic investors, national roll-ups, family offices, private equity firms, broker dealers and banks. We can help whether you are seeking to sell, merge, take on a minority capital partner, or secure debt financing.

Principals of RIA and IBD firms are considering merger and acquisition targets as a way to accelerate growth, enhance enterprise value, gain scale and provide a roadmap for succession. 

Maneuvering through the complex process of deciding whether or not the time is right to consider a sale or merger, finding the right M&A partner in a vast “universe of opportunity” and negotiating the best possible deal requires connecting with someone who is vested in your interests.

We help firms prepare their businesses for acquisition through a process refined from over two decades of experience in working with independent business owners.  

We help you evaluate your organization’s readiness for acquisition through our proprietary strategic readiness assessment.

→ Think through the M&A process from start to finish.

→ Identify, target, and contact acquisition partners based on our detailed understanding of your needs.

→ Provide intelligence on competitors deal structure and comparable transactions.

→ Objectively compare and contrast the options.

→ Negotiate the best possible structure.

→ Shepherd the right deal to completion

Williams is an experienced consulting firm who will help put you on a level playing field with some of the most sophisticated and accomplished acquirers in the industry.  

Business owners who focus exclusively on organic growth find that it often leads to hitting the proverbial ceiling. That is, the realization that what you’re doing now isn’t getting you where you want to go. And, competition for top talent challenges your ability to remain relevant within a crowded marketplace. 

Our process is “Advisor-centric” with a goal to begin with the end in mind. We will help you define what that end might look like, counseling you on how to “dig deep”. Then, we can help you find the best place to serve your clients, grow your business and improve your quality of life. 

We distill all of the information about the landscape providing a complete picture based only on those opportunities that fit your requirements. 

We remain actively involved in the exploration process as your advocate, partner and guide. When growth and enhancing enterprise value are your goals, we provide unmatched access to a customized set of solutions.